Link a message template for reminders, account statements and payment specifications

You must still link a message template that you have added in order to e-mail reminders, account statements and payment specifications in Profit Financieel.

This message template is sent along as an e-mail message with the report in PDF format.

You link message templates for OutSite or InSite in the site properties. You link message templates for the order process to the purchase/sales contact profile.

To link a message template for reminders, account statements and payment specifications:

  1. First add the message template if you have not already done so.
  2. From here, follow the procedure in:

Directly to

  1. Link a message template
  2. Message template
  3. Link a message template in a purchase/sales contact profile
  4. Link a message template for reminders, account statements and payment specifications
  5. Link a message template for InSite or OutSite
  6. Link a message template for a course confirmation
  7. Link a message template to a workflow task for OutSite
  8. Link a message template for pay slips and annual statements
  9. Link a message template for report sets
  10. Link a message template for education documents